Customer Success Associate
MetaviewSalary not specified
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
FinTech, Banking, Financial ServicesIndustries
Requirements
- Strong problem-solving abilities and the capacity to lead customer conversations and deliverables that drive client success
- Experience working in client-facing roles, ideally within professional services, consulting, or technology implementation
- Familiarity with no-code/low-code platforms and workflow configuration; technical aptitude with business process optimization preferred
- Experience with financial services, banking operations, or complex B2B software implementations strongly preferred
- Excellent communication skills and the ability to build trust and credibility with clients ranging from bank executives to operations staff
- A proactive, results-oriented mindset, with a passion for helping clients achieve their goals through innovative technology solutions
- Strategic thinking combined with attention to detail—you can see the big picture while ensuring flawless execution
- A drive for continuous learning and improvement, both for yourself and the clients you support
Responsibilities
- Lead customer training to teach and empower employees at banks and credit unions how to use our platform for their day-to-day roles
- Manage client relationships post-deployment with direct responsibility for increasing customer utilization and customer NPS and contract retention
- Support account teams in pre-sales activities through gathering relevant customer success metrics
- Work collaboratively with cross-functional teams, including engineering, product, and sales, to support customer service requirements
- Serve as a trusted advisor to clients, helping them understand how to fully leverage Prelim's platform to streamline operations and drive measurable business outcomes
- Analyze client requirements post-deployment and translate them into effective, scalable workflow configurations that address real-world banking challenges and refer to sales for additional expansion opportunities
- Provide customer insights and feedback to product teams, contributing to ongoing platform improvements and innovation
- Build and maintain strong relationships with banking executives and operations teams across multiple client organizations
Skills
Customer Success
Client Relationship Management
Customer Training
NPS Management
Contract Retention
Pre-Sales Support
Account Management
Financial Onboarding
Prelim
No-code digital automation platform for banks
About Prelim
At Prelim, employees have the opportunity to work at the forefront of digital automation in the banking sector, using cutting-edge technologies like white-labeling and no-code development. This company excels in providing seamless, device-agnostic solutions that significantly enhance the client onboarding and servicing experience for top U.S. banks. With a commitment to improving digital customer journeys, Prelim offers a dynamic and influential environment for professionals looking to impact major industry players positively.
San Francisco, CaliforniaHeadquarters
2017Year Founded
$2.1MTotal Funding
SEEDCompany Stage
Consulting, EducationIndustries
11-50Employees
Benefits
Remote Work Options
Risks
Emerging fintech startups may threaten Prelim's market share.
Over-reliance on fintech partnerships could expose Prelim to partner risks.
Rapid tech changes may render Prelim's solutions obsolete without innovation.
Differentiation
Prelim offers a no-code platform for seamless digital onboarding solutions.
Prelim's technology integrates with major core banking systems like Finastra Phoenix.
Prelim has a strong presence in 41 U.S. banks, including Banc of California.
Upsides
Growing demand for digital onboarding boosts Prelim's market potential.
Partnerships with Finastra and PortX enhance Prelim's integration capabilities.
Recognition as best-in-class by ABA strengthens Prelim's industry reputation.
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